Merger Arb Mondays (30 Oct) - JSR, Eoflow, Azure Minerals, Symbio, Hollysys, Haitong Intl
This week, the highest gross spreads are 111 (71.8%), Eoflow (38.2%), Hollysys (22.4%), Symbio (10.1%), JSR (9.3%), Healius (8.9%), Haitong Intl...
588 Views
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Azure, EOFlow, Hollysys, Essential Metals, Celltrion Health
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
460 Views
Azure Minerals (AZS AU): SQM’s Rinehart-Proof Offer
The scheme consideration is A$3.52 per share. To avoid the Albermarle/Liontown debacle, the offer is Rinehart-proofed with an A$3.50 off-market...
583 Views
Gina Can't "Liontown" SQM's Bid For Azure
The two-pronged approach sets a clean floor going forward at a minimum A$3.50/share. Trading tight at A$3.49/share. If you think this transaction...
488 Views
Azure (AZS AU): SQM The Likely Suitor
Mark Creasy, a major shreholder in Azure and also a direct stakeholder in Azure's flaship mine, is the key. Should a firm Offer unfold, expect a...
445 Views